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Hello Experts,
My requirement is that, one able to attach Selected Documents in an Email Activity form.
As shown in below image, We can make a Custom button on an Email Form, which can open SharePoint Documents related to the record of "To" field of that Email.
I think my above text is somewhat possible, though i need help in that too.
Second thing and main requirement is that When that new Popup opens with the related Documents, user should be able to select one or more Documents and the Selected Documents should be attached to the Email form.
How can we achieve this ?
Thanks in Advance.
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Dear Milan,
The best prepared solution in my opinion is : http://www.mscrm-addons.com/Products/DocumentsCorePack
Test it in Online demo that they have in thier site and will enjoy it.
Regards
Hi,
If it would be possible, this would require some extensive coding to get it done. And in my view you would require knowledge of c#, javascript, crm sdk, SharePoint CSOM.
Maybe you could:
- open the new window to SharePoint with a query param to the record id
- create a custom action in SharePoint that calls an azure function and give it the record id's of the documents en the record id of crm.
- have that function retreive the documents and attach it to the email record
- manually refresh the email form to see the attached documents.
Anyone ?
Is there anyone ?
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